Best in Economics this week: January 16

Not sure whether this is just a re-run, but hey, let’s just show it again. Eichengreen on Secular stagnation, including the relative price of investment goods!
-NJ5kZzBYTacMKub7T4L56EMb_lPAGviUbFqFgoslkJd3iC_w7mFbErpKyV_ckCdIbMSQwDG9XM7JUqWgONfvIpsoCHRWiKGPRlSsr3nEl1ewvU-IZsdKzioL2v5w1jkeg
http://www.nber.org/papers/w20836.pdf

So that no one has any illusion on what to expect with respect to earnings in bonds the next 15 years or so…
gwFoi5pMLCG6J3inor9B5mGjhWh5EDOJhnJOe5DJ5ShncXcM_gm3Z-diF4Wd9plsgFZ2_dS4wI1FTRtA4MaCzk5fzJ0wMXcaCgTQEews0W0uQqYLBQfRKM01Lqtvsp67nQ
http://awealthofcommonsense.com/kind-returns-can-long-term-treasury-investors-expect/

A classic charts that seems to suggest that we are not in recession territory yet
screenshot 2015 01 16 06 31 17
http://uk.businessinsider.com/markets-chart-of-the-day-january-15-2015-1

Can this be really cause and effect, or just coincidence? (via @pvkleef)
YBB0tkozyvsa7C1DLBvquG8Ra8bXoW2SS2T5FjsDD3iuefy_qrsVu7IgN41PeRhkuacbcgkb4dOzIWJjmEysKRnr7p3txMKfY4Esil615_co3357hWTCoHm1Fb2lk3mA1A
https://twitter.com/MebFaber/status/553980284320759809/photo/1

Interesting fact on Brazil: it is a pretty closed economy by international standards….
F4RhJlXxCQ0JeaYPefiWIWQVoy7VKzDKMU075nCJpxJw2_1jToA5RJjQdObE4vJH7X7MXj3pR1Pp6gRRFOeii-5esRNryS0XuT2QccZG8q-coZJCzWu8YUxLcB_DkSCqOg
http://www.voxeu.org/article/brazil-s-closedness-trade

McKinsey publishes a report on the effect of aging on growth…
screenshot 2015 01 15 06 24 19
http://www.mckinsey.com/insights/growth/can_long-term_global_growth_be_saved

This one is for the bears out there: since 1871 US stocks have never risen 7 years in a row.
7GIZYrAUeUnOKKYB-zTLOkJIWzdJc0KvFVth99QL5mIF0G41TosKuEW2LEHDTt52qceUELwvZPucrPitTutezhQpaEqApUMxzJOcbffmyDLQ97xZpP-QwP7QPthY_2iQGw
http://uk.businessinsider.com/gundlach-bear-case-for-stocks-2015-1

And this is mt My response to that ‘bearish’ chart for equities published earlier this week
Consecutive stock gains
https://lukasdaalder.com/2015/01/15/chart-for-the-bears/

An updated version of last year: who owns US stocks?
gF70hD1dW-sEjdx9FAjYCgA-SJMXnIlRjxH1GOkJ1PvdVL5tSEMeosKCOzqiCUTsJYAFdB5OmhlztYR7r5UC86Z1_3RjiY3-DyG-X6v1hJZ-9dGDvGTpE7pqs5B3-0Dv4g
http://uk.businessinsider.com/stock-market-ownership-2015-1

If it hadn’t been for the big 2009 drop, I think the yellow line would have been higher, right?
2015-01AD blog
https://www.bondvigilantes.com/blog/2015/01/15/europe-needs-german-fiscal-stimulus-package-wont-get/

And here is the backdrop of the decline in copper prices…
copper supply
http://uk.businessinsider.com/copper-production-by-region-2015-1

De rise and rise of high rising buildings
aLq65F3i8x4MgUk_P9xt0jamZtmkvSMWh-4P5dnJFwRrcgxIgJtjZoNT-cVb5AC84aHtkev9Xej-v98cSqCO8W1XEzwrcHlLWvZ87Tqv7ego2UQYqw1uDDSBRSplTUFBLg
http://climateerinvest.blogspot.in/2015/01/the-world-built-record-number-of.html

Big data! Good luck with it!
pTaDtJAYgc7f43oHRdPC-hIrCfvGRWOcT7YdseMVrHXDkQLR0B2q6TCPvIjhRmAerYnXlepF30MXwszeZKMzTQ4ymSXJOeWfA3YRSAzrk9-uc5vMSz3hRYbLKYr3CMK3Ng
http://www.washingtonpost.com/blogs/wonkblog/wp/2015/01/12/map-literally-every-goat-in-the-united-states/

Oh great…
sjtqCawD4wRMQyN55tbWnpHeTJsho17WZGudPFQdmvLdK-vtzIGDbnrw0vvccgdI2XrEp_LXP5k7KYbAtX66oG8PmiShJEoRxSKAUd8bJBS5F_aXoaZQPpMrOeiIPoSVyA
http://www.cagle.com/

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!

One thought on “Best in Economics this week: January 16

  1. Pingback: Best of the Web: 15-01-19, nr 1146 | Best of the Web

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